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IVVB BLACKROCK ETF TRUST II

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ISHARES LRG CAP (fund)

30 managers (30 13F filers) reported a position in IVVB shares at 2026-06-30, 2,762,693 shares in all. 4 filers opened a position and 3 filers sold out during the quarter.

Managers
30
13F filers
30
New
4
Added
13
Reduced
6
Sold out
3
Shares held by filers
2,762,693

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Wick Capital Partners, LLC1,136,138$39.3M5.94%+43,60213F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.455,542$15.8M<0.01%+54213F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS270,749$9.38M0.01%-20,37213F-HRTimeline
Ashton Thomas Private Wealth, LLC194,019$6.72M0.14%+190,94613F-HRTimeline
Planned Solutions, Inc.167,488$5.8M1.67%-9,80713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC87,233$3.02M<0.01%+35,98113F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…77,507$2.68M<0.01%+11,85913F-HRTimelineGroup
ERn Financial, LLC72,456$2.51M0.42%+2,77613F-HRTimeline
Valmark Advisers, Inc.54,591$1.89M0.02%+8,24313F-HRTimeline
PFG Investments, LLC50,370$1.74M0.07%+38,65113F-HRTimeline
LPL Financial LLC31,934$1.11M<0.01%+10,32213F-HRTimeline
Csenge Advisory Group31,234$1.08M0.04%+3,32713F-HRTimeline
NewEdge Advisors, LLC22,324$773K<0.01%-15713F-HRTimeline
Formidable Asset Management, LLC23,621$757K0.12%-39813F-HRTimeline
Cetera Investment Advisers17,770$615K<0.01%-1,43813F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC16,090$557K0.01%-29013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV14,800$513K<0.01%013F-HR/ATimeline
Savvy Advisors, Inc.9,920$344K0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.6,600$229K<0.01%+113F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC6,211$215K<0.01%new13F-HRTimelineGroup
Integrated Advisors Network LLC5,840$202K0.01%new13F-HRTimeline
Clearstead Advisors, LLC3,173$110K<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,901$65.8K<0.01%013F-HRTimelineGroup
Operose Advisors LLC1,882$65.2K0.01%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,255$43K<0.01%+1,22913F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.791$27.4K<0.01%013F-HRTimelineGroup
Harborfront Financial Group LLC715$24.8K0.09%13F-HRTimeline
IFP Advisors, Inc345$11.9K<0.01%+5513F-HRTimeline
AE Wealth Management LLC140$4.85K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO54$1.86K<0.01%013F-HRTimelineGroup